Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,202 | $225,673-82.6% | $203,872-80.8% | $155,188-74.7% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 13.54% | 95.91%-82.4pp | 85.11%-71.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $880 | $4,099-78.5% | $3,757-76.6% | $4,248-79.3% |
| Participant deferral / active EE | $880 | $6,893-87.2% | $6,388-86.2% | $6,531-86.5% |
| Admin fee / account holder | $501 | $12,327-95.9% | $11,730-95.7% | $14,480-96.5% |